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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,389 | $103,393-40.6% | $87,103-29.5% | $152,909-59.9% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.9%-51.9pp | 82.5%-57.5pp |
| Annual return | 34.36% | 28.10%+6.3pp | 28.19%+6.2pp | 345.46%-311.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,208 | $4,778-32.9% | $4,049-20.8% | $5,851-45.2% |
| Admin fee / account holder | $17,367 | $12,195+42.4% | $7,491+131.8% | $11,601+49.7% |